Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
+5,409
New +$1.13M 0.26% 122
2023
Q4
Sell
-4,671
Closed -$895K 354
2023
Q3
$895K Buy
+4,671
New +$895K 0.51% 30
2023
Q1
Sell
-3,167
Closed -$603K 433
2022
Q4
$603K Buy
+3,167
New +$603K 0.32% 114